| V先锋领航·TOTALBND |
| 13.99% | 15.72% | $5,555.6万 | 75.7万股 | $5,793.7万 | 78.7万股 | -3.0万股-3.81% | 减仓 |
| IiShares安硕信托IVV |
| 13.79% | 13.36% | $5,474.9万 | 7.3万股 | $4,923.3万 | 7.5万股 | -2,264股-3.00% | 减仓 |
| V先锋领航指数基金VUG |
| 10.97% | 10.25% | $4,357.7万 | 50.6万股 | $3,776.6万 | 8.6万股 | +41.9万股+485.10% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 9.31% | 10.44% | $3,695.1万 | 44.7万股 | $3,845.6万 | 46.5万股 | -1.8万股-3.80% | 减仓 |
| V先锋领航指数基金VTV |
| 8.08% | 7.85% | $3,208.6万 | 14.7万股 | $2,891.8万 | 14.7万股 | -160股-0.11% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 6.85% | 6.73% | $2,719.0万 | 32.5万股 | $2,479.3万 | 33.0万股 | -5,477股-1.66% | 减仓 |
| IiShares安硕·COREIJH |
| 5.7% | 5.5% | $2,265.1万 | 29.4万股 | $2,025.6万 | 30.0万股 | -6,209股-2.07% | 减仓 |
| IiShares安硕·COREIJR |
| 4.95% | 4.59% | $1,964.4万 | 13.2万股 | $1,692.4万 | 13.6万股 | -3,692股-2.71% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 3.95% | 4.1% | $1,568.2万 | 31.0万股 | $1,509.1万 | 30.2万股 | +7,569股+2.50% | 加仓 |
| IiShares安硕信托IWD |
| 3.06% | 2.94% | $1,215.1万 | 5.0万股 | $1,083.4万 | 5.1万股 | -586股-1.16% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.72% | 2.69% | $1,079.9万 | 18.1万股 | $990.9万 | 18.3万股 | -2,421股-1.32% | 减仓 |
| G通用动力VTI |
| 2.61% | 2.47% | $1,038.3万 | 2.8万股 | $909.0万 | 2.8万股 | -277股-0.98% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 2.59% | 2.66% | $1,029.0万 | 6.7万股 | $979.7万 | 6.7万股 | -504股-0.75% | 减仓 |
| IiShares安硕信托IXUS |
| 2.3% | 2.25% | $913.2万 | 9.6万股 | $827.9万 | 9.6万股 | +131股+0.14% | 加仓 |
| S嘉信策略信托SCHM |
| 1.77% | 1.6% | $702.0万 | 19.0万股 | $591.0万 | 19.1万股 | -495股-0.26% | 减仓 |
| V先锋领航指数基金VB |
| 1.61% | 1.49% | $637.8万 | 2.1万股 | $550.2万 | 2.1万股 | +37股+0.18% | 加仓 |
 苹果AAPL |
| 0.76% | 0.7% | $302.5万 | 1.0万股 | $258.9万 | 1.0万股 | +249股+2.44% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.61% | 0.6% | $242.6万 | 9,983股 | $220.5万 | 1.0万股 | -168股-1.66% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.52% | 0.46% | $205.1万 | 1.1万股 | $168.1万 | 1.2万股 | -129股-1.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.28% | 0.26% | $110.8万 | 1,483股 | $97.1万 | 1,492股 | -9股-0.60% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.27% | 0.27% | $108.4万 | 6,904股 | $100.4万 | 7,261股 | -357股-4.92% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.27% | 0.25% | $105.4万 | 7,713股 | $91.0万 | 7,682股 | +31股+0.40% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.22% | 0.2% | $87.4万 | 2,219股 | $72.2万 | 2,302股 | -83股-3.61% | 减仓 |
| V先锋领航指数基金VXF |
| 0.16% | 0.14% | $63.4万 | 2,573股 | $53.0万 | 2,574股 | -1股-0.04% | 减仓 |
 亚马逊AMZN |
| 0.14% | 0.07% | $54.3万 | 2,280股 | $26.7万 | 1,280股 | +1,000股+78.13% | 加仓 |
 高盛GS |
| 0.13% | 0.12% | $52.0万 | 514股 | $43.3万 | 512股 | +2股+0.39% | 加仓 |
| IiShares安硕信托IVW |
| 0.12% | 0.11% | $47.7万 | 3,465股 | $41.8万 | 3,697股 | -232股-6.28% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.12% | 0.12% | $46.6万 | 3,755股 | $45.3万 | 1,061股 | +2,694股+253.91% | 加仓 |
| DDimensional维度·USDFUV |
| 0.12% | 0.11% | $46.6万 | 8,476股 | $40.9万 | 8,449股 | +27股+0.32% | 加仓 |
 AON SHS CL AAON |
| 0.11% | 0.12% | $44.4万 | 1,338股 | $43.2万 | 1,338股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.1% | 0.1% | $41.4万 | 653股 | $36.7万 | 651股 | +2股+0.31% | 加仓 |
| V先锋领航指数基金VV |
| 0.1% | 0.1% | $41.2万 | 1,199股 | $38.5万 | 1,288股 | -89股-6.91% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.1% | 0.1% | $39.4万 | 1,735股 | $36.6万 | 1,735股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.1% | 0.12% | $37.9万 | 1,525股 | $42.6万 | 1,525股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.09% | 0.09% | $35.9万 | 1,097股 | $32.1万 | 1,091股 | +6股+0.55% | 加仓 |
 Meta平台META |
| 0.08% | 0.09% | $31.0万 | 550股 | $31.4万 | 549股 | +1股+0.18% | 加仓 |
 麦当劳MCD |
| 0.07% | 0.09% | $29.0万 | 1,072股 | $33.1万 | 1,065股 | +7股+0.66% | 加仓 |
 联合健康UNH |
| 0.07% | 0.05% | $26.2万 | 630股 | $17.0万 | 626股 | +4股+0.64% | 加仓 |
 甲骨文ORCL |
| 0.06% | 0.06% | $22.9万 | 1,561股 | $22.9万 | 1,557股 | +4股+0.26% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.06% | 0.05% | $22.0万 | 1,903股 | $18.6万 | 1,903股 | 00.00% | 持仓不变 |
| E爱克斯龙EXC |
| 0.05% | 0.06% | $21.3万 | 4,578股 | $22.4万 | 4,578股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.05% | 0.05% | $20.6万 | 2,325股 | $18.9万 | 2,293股 | +32股+1.40% | 加仓 |
| IiShares安硕信托IWV |
| 0.05% | 0.05% | $20.0万 | 469股 | $17.5万 | 473股 | -4股-0.85% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.05% | 0.04% | $19.1万 | 2,323股 | $16.5万 | 2,319股 | +4股+0.17% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.04% | 0.04% | $15.7万 | 866股 | $14.3万 | 863股 | +3股+0.35% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.04% | 0.04% | $15.1万 | 640股 | $13.7万 | 637股 | +3股+0.47% | 加仓 |
 宝洁PG |
| 0.04% | 0.04% | $15.0万 | 1,026股 | $12.9万 | 894股 | +132股+14.77% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.03% | 0.03% | $12.8万 | 813股 | $12.5万 | 846股 | -33股-3.90% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.03% | 0.02% | $12.1万 | 479股 | $8.7万 | 479股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.03% | 0.02% | $10.1万 | 360股 | $8.7万 | 358股 | +2股+0.56% | 加仓 |
